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AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN HOW TO
AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN REGISTRATION
AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN CODE
AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN OFFLINE
AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN PROFESSIONAL

Circulation Procedures, Patron Account Management, My Account.

AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN HOW TO

Slide 22: Edit (Circulation Policy, How to issue an Evergreen Indiana library card.

Slide 21: Bills (Circulation Manual, Chapter 5.).

Circulation Manual, Chapter 4, Marking items lost or claims returned.)

Slide 19: Items out (Circulation Procedures, Lost items, Claims Returned, Renewals.

Slide 18: Checkout (Circulation Manual, Chapter 3, Checkout).

Circulation Manual, Chapter 2, Registering a patron.)

Slide 17: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy.

Slide 16: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy.

Slide 15: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy.

Circulation Procedures, How to issue an Evergreen Indiana Library card, pages 2-6, Circulation Manual, Chapter 2, Registering a patron.)

Slide 14: Statistical Categories and Save (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3.

Circulation Manual, Chapter 2, Registering a patron).

AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN REGISTRATION

Slide 13: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3.

Slide 12: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3.

Slide 11: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3.

Circulation Procedures, How to issue an Evergreen Indiana Library card, pages 2-6.

Slide 10: Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3.

Slide 9: Staff Training Documents website ().

Slide 8: Circulation Policy, Checkout, Loss of Privileges, Fines/Fees, Pages 4-5.

AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN CODE

Slide 6: Membership agreement and Code of Ethics ().

Evergreen will tell you it’s a good idea to let the system delete any other copies of the data.

At the end of each day, you must Export the Transactions to create a backup file.

AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN OFFLINE

Before using offline mode, check the offline mode receipt in the Receipt Template Editor to make sure desired information appears.Click Last Receipt to print the last patron receipt for the library’s records. You may choose to print a receipt for both the patron and the library.Group like items together so you need to change the due date only a few times.Click the Exit button when finished for the day.Click Save These Transactions? VERY IMPORTANT!.Select Print receipt? so a receipt will print.Scan in item barcode and hit ENTER after each item barcode is entered.Check that due date is correct for the item.Make sure the date on the left end of the menu bar is correct.No live patron data about checkouts, fines and fees, blocked or not.Used during upgrades or locally when needed.Tips for helping patrons when they report an issue with receiving their hold notification.Patrons can choose how they will be notified.Retrieve last patron who circulated the item.Column picker > List Actions > Save Columns.Click on an item to highlight and then go to Actions for selected items.Lost, Claimed returned, Long overdue, Has unpaid billings box.Retrieve patron or Search form (to go back to the search form).Click on a patron and a summary appears on the left side.Filter by Permission Profile (if necessary).Fill in at least Last, First and Middle Name.Limit results to patrons in Evergreen Indiana.Patron moves from one EI district to another.Why might you need to search for a patron?.Barcode and OPAC/Staff Client User name.Bank statement issued w/in last 60 days.Current government issued ID (military, passport).

In good standing: Fines and fees are not above the consortium maximum of $10.00.Home library: Library associated with a patron’s account.Patron: An individual who has an Evergreen Indiana patron account.

Circulation library: Library from which an item has been checked out.

Owning library: Library that owns the item in question.

Learning policies and procedures for customer service.

What you do affects all patrons in consortium.

Membership agreement and Code of Ethics.

Participants in this class will use a generic circ1 login.

All libraries are assigned three generic logins on go live day: circ1, cat2 and localadmin.

Additional InfoExpress day subsidized by ISL Evergreen Indiana at 100.

Opportunity to use Unique Management, Inc.

Hundreds of thousands of items transit each year.

Executive Committee elected August 2008 ġ00 libraries across the state of Indiana.

Hardware, software, patron and MARC records.

AUTOMIZE CIRCULATION USER HISTORY IN EVERGREEN PROFESSIONAL

Evergreen Indiana Basic Circulation Class Professional Development Office